Outsourced CFO Services

Outsourced CFO

Personal Tax Services

Are you struggling to manage financially your business or household? Do you wish you had a better grasp on your finances? Maybe you need help making a big life decision. Businesses and households eventually reach a point where they require professional financial advice to operate efficiently. If you are at or approaching this crossroad, we can help.

At Monheit Zongolowicz Frisch CPAs PLC, we provide support to both individuals and businesses. Acting as your outsourced CFO1, we make it a priority to understand every aspect of your cash flow and business model. Clients benefit from our big picture perspective, which allows us to identify opportunities that improve operational efficiency.

Monheit Zongolowicz Frisch CPAs PLC offers personalized solutions, customized to fit the level of assistance you need. Our Outsourced CFO services include:

  • Bookkeeping
  • Payroll
  • IRS Representation
  • Multi-Family Office
  • Retirement Planning
  • Tax Preparation and Planning
  • Estates and Trust

There is a common misconception that you must be worth millions to benefit from the professional financial advice of a CFO. This is simply not true. Our clients include a range of individuals, from seniors who simply need help paying bills2 in a timely manner to those who need the right person to come alongside them when a family member is no longer able to perform the financial tasks necessary for running a household. Whether you need us to help you manage the daily operations of your business or the many facets of running your household, you can rely on us.

At Monheit Zongolowicz Frisch CPAs PLC, building a personal relationship with our clients is our top priority. Our team is prepared to act as a sounding board for all your specific challenges and strategic decision-making. We are devoted to providing an unparalleled client experience; our clients feel comfortable asking us any and every question, without hesitation.

Someone in your organization or household needs to make finances priority number one. Let one of our dedicated team members be that person. For more information on our Outsourced CFO services, please contact Gary Frisch at Monheit Zongolowicz Frisch CPAs PLC.

 


1 The process of contracting an experienced, competent and independent external CFO to assist with improving existing business processes.

2 We do not assume or accept check writing authority in this office.

We have two locations for your convenience:

 

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Securities offered through 1st Global Capital Corp. Member FINRA, SIPC
Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.
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We currently have individuals licensed to offer securities in the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Indiana, Maine, Maryland, Minnesota, Montana, Nevada, New Jersey, New York, Ohio, Pennsylvania, Texas, Utah, Virginia, Washington, and Wisconsin.

This is not an offer to sell securities in any other state or jurisdiction.